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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Own all 3 in TFSA: 400 SIS, 1500 SPB & 1000 BIP.UN (thanks to ECI purchase - ended up with 1500 - sold 500). Sitting on $50K cash in this account. I was thinking of adding 600 SHS of SIS and 500 SHS of SPB ( owned since 2009) which will still leave me with a fair bit of cash to deploy. Comments/suggestions. Not a lot to choose from in TSX group. Large equity portfolios: RRIF, RRSP & Non Registered accounts.
Read Answer Asked by James on May 16, 2019
Q: I am investigating where to invest my proceeds from KWH.UN once funds are received. I see that back on Mar 25th you recommended SPB. Since then it has been removed from your Model Income Portfolio. I also see that you have recommended PKI over SPB. I have about 2.7% of SPB in my portfolio currently. I am interested more in income then growth as we are now living off investment income. Funds that will be received are about 1.1% of total invested. I aim for 5% in a holding so would prefer 1 rather the both. Which would be preferable in your opinion? Is there a better ETF or other company?
Read Answer Asked by Betty on May 06, 2019
Q: Hi, I currently own SPB and INE and down on both.
If you sold one, which one would you sell?
Also looking to buy a stock for income and a little growth but would like 4%. Would you consider ACI or could you recommend another, sector is not a big issue.
Thanks
Read Answer Asked by Brad on March 12, 2019
Q: hi,
thanks as always for your advice, it's been a tremendous help. I need to add another full position in my non-registered "buy and hold long term DRIP holdings". I am debating between AQN, EIF,H, & SPB. Not considering sector holdings, what order would you put these in to purchase first to last.
thanks
michele
Read Answer Asked by michele on February 19, 2019
Q: Hi 5iR Team, The idiosyncratic reasoning of stock analysts never ceases to amaze me. In January TD raised SPB to an Action List Buy, their highest BUY rating for a stock. Meanwhile 5iR sells SPB? Confounding.....
In an event my question is on FAP and CHE. Over the last 25yrs I have owned both of these companies from time to time for income and modest growth. They have always managed to accomplish that goal for me. At this time they are trading at or near their lows for quite some time.
What are 5iR's current thoughts on these stocks?
Thanks Team. Cheers, Chris
Read Answer Asked by Chris on January 29, 2019
Q: SPB seems to be favourite among analysts at TD (All buy rate, Jan 2019) and also Thomson Reuters report writers. You have it as a sell . SPB has a high debt (due to adquisitions). (beta is 1.23 on TSX index). Can you comment on the risk due to a market downturn and also on the fact that management seems to be too focused on growing (at all cost) rather than protecting the co. for a storm in the market. Which one you worried more ?
Read Answer Asked by Alejandro (Alex) on January 22, 2019
Q: I just noticed from reading the question of a subscriber that you have sold SPB in your portfolio. I have not received any notification with respect to this although in the past I was receiving regularly updates with respect to your portfolio adjustments.
Can you please add me to your list so that I can receive regular updates?
Can you also provide some rationale as to why you sold SPB?
Thanks
Read Answer Asked by Terry on January 18, 2019
Q: Would you rather add to brookfield renewable or start a position in superior plus ?

Also, would you prefer Corby or Andrew Peller ? or neither at the moment and quickly explain why ?

Looking at 10 yr. holding period. Thank you !

Thank you !

Read Answer Asked by Pierre on December 27, 2018